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Strategic Investment Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Investment Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$36.3K – 640
2025
Q3 		$36.3K Buy
+200
New +$45.9K 0.01% 247

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Strategic Investment Solutions's IWM Position: Q4 2025 in Review

Strategic Investment Solutions sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 200 shares — an estimated $36.3K sold.

Strategic Investment Solutions first reported a position in IWM in Q3 2025 and held it in 1 quarter. The position peaked at $36.3K in Q3 2025. 2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Strategic Investment Solutions reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 200 iShares Russell 2000 ETF shares in Q4 2025, an estimated $36.3K.
  • Strategic Investment Solutions first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Investment Solutions's iShares Russell 2000 ETF position peaked at $36.3K in Q3 2025.
  • 2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.